OPEN WINDOWS newsletter:

Quick, Relevant, & Informative


Who is the curator & writer of the free OPEN WINDOWS newsletter? 

  • Christopher Holtby, a wanna-be-history professor or war correspondent (dreams in college), ex-Ernst & Young guy, pretty curious & creative trust geek, and, oh ya, co-founder of an trust company that is advisor friendly, disrupting the stale and tired 700 year old trustee industry. 


What's in it for you? 

  • Knowledge with wisdom is power. Your brand is power.
  • The free OPEN WINDOWS newsletter will add to your power. Maybe only a little bit. 
  • The topics are pretty darn boring (e.g. taxes, estate planning, generational planning, philanthropy, anything around trusts and trustees, AUM, enhanced client interactions).
  • I make these topics crisp, actionable & digestible. In about 30 to 45 seconds.
  • How often? Every 4 to 6 weeks.
  • Where do I get my ideas? I read and think a lot. It's my happy place.
  • Below is an example of the August 2020 OPEN WINDOWS newsletter 


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